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Patient Recruitment ToolkitContents7708 83 Street NWEdmonton, AB T6C 2Y8T 780.432.3225E hello@habitHQ.caPatient Recruitment Strategy Checklist1Ideal Participant Persona Template3Habit Patient Recruitment Services5
Patient Recruitment Strategy ChecklistThis checklist is based on the principles outlined in the Strategies for Patient RecruitmentSeminar. This checklist will guide you through some basic steps to help you create a successfulrecruitment strategy.1. Define your audience.Use the persona template on pages 3-4 to define your target audience using questions like theones below. Who are you trying to recruit (age, sex, location, etc.)? What are their motivations? What might convince them to participate in your study?What are their pain points and frustrations? If they have a chronic condition, how is theirdaily life affected?Where do they spend their time?2. Craft your messaging.You’ll want to ensure that any language you use to speak to your audience resonates with thememotionally. Be sure to take into account any potential sensitivities that may exist. Be up frontabout what you’re asking of them, and be even more clear about how they can get involved witha strong, clear call to action (e.g., “Apply to participate by calling us at XXX-XXXX”).3. Brainstorm ways to reach your audience.Think about where your audience is most likely to be receptive to your message. If they’re waitingin a clinic, are they open to reading a recruitment message or are they nervous because they’reabout to receive potentially upsetting news? You could consider using tactics like the ones below.Online AdvertisingTraditional AdvertisingNon-traditional Advertising LRT and transit ads Environmental ads(elevator wraps, waitingroom TV screens, roll-upbanners, etc.) Radio Social media posts and blogarticles (organic content) Partnerships and mediaoutreach Word of mouthFacebookGoogleTwitterInstagramLinkedInOutdoor adsTrade magazines andpublicationsTelevisionHABIT 1
4. Create your recruitment tools.After you’ve identified how to reach your audience, it’s time to get your message out there.Identify which recruitment tools will be the best fit for your project and for your audience. Toolscould include a website, brochures and posters, advertisements, or even pre-written articles andsocial posts to share with partner associations who can spread the message on your behalf.5. Analyze and adjust.You’ll want to measure which tools and tactics are the most successful and which ones aren’tworking as planned. This will allow you to make adjustments to keep things running effectivelyand improve your efforts over time.Make the most of your resources.If you aren’t able to create the materials you need on your own, try using free tools like Canvaand Picmonkey.CanvaCanva provides access to free stock photos, fonts, and drag and drop templates foreverything from posters, to media kits, business cards and more.canva.comPicmonkeyPicmonkey is a free online tool for photo editing and graphic design.picmonkey.comYou can always contact Habit to get research studies, health research surveys, and volunteeropportunities posted on the Be The Cure site and social media properties for free.If you feel like you might need a little extra help creating marketing tools or a recruitmentstrategy, give us a shout!CON TACTSarah Marsh Marketing Strategistsarah@habithq.ca780.432.3225 x233HABIT 2
Ideal Research Participant Persona TemplateDefining your ideal research participant (or “persona”) will helpyou decide which marketing tactics to use and where to placethem so that your audience will take notice. The examplebelow will give you an idea of what type of information you’llwant to include. The second page contains a blank templatethat you can use for your research project. Depending on thescope of your project, you may find you need to create severaldifferent personas to capture the major types of participants.ExampleWhat is my persona’s demographic information?AGE18–30 years oldSEXFemaleHEALTH OT HERType 1 diabetic for seven yearsAverage BMI Active lifestyleNon-smokerLives close to trial siteWhat are my persona’s pain points?EMOTI ONA LMood swings due to varying blood sugar levels; anxiety about long–termhealthPHYSICALDaily insulin shots, finger pricks to check blood sugar, loses sleep to lowblood sugarWhere does my persona go for general information (e.g., social media, newspaper,websites, etc.)?O NLIN EO FF LIN E GoogleFacebookInstagramMagazines (Elle, Cosmopolitan)RadioOutdoor/Transit (commutes to work daily)What are my persona’s hobbies and interests? YogaVolunteers at local animal shelterHABIT 3
Blank TemplateWhat is my persona’s demographic information?AGESEXHEALTHOT HERWhat are my persona’s pain points (e.g., insulin shots, anxiety, etc.)?EMOTI ONA LPHYSICALWhere does my persona go for general information (e.g., social media, newspaper,websites, etc.)?O NLIN EO FF LIN EWhat are my persona’s hobbies and interests?HABIT 4
Habit Patient Recruitment ServicesRecruitment AuditWe will Ask questions about your research study, like inclusion and exclusion criteria, potentialmarket size, statistics and data on what you’re researching, and so on.Analyze your existing recruitment materials and identify opportunities for improvement.Meet with you to present our analysis.It’ll cost 3,600 GSTRecruitment Workshop RecommendationsWe will Sit down with you and your team for a half-day workshop to learn more about yourresearch study and work with you to brainstorm potential avenues for improvingrecruitment.Independently research and analyze your existing recruitment strategy, then identifyopportunities for improvement.Return for a second half-day workshop to present our recommendations, teach you howto implement them, and provide you with a summary report, tools, and guidelines.It’ll cost 8,400 GSTPOPULAR CHOICECustom Recruitment StrategyWe’ll meet with your team to determine your specific needs and craft a strategy to achieve yourgoals. We’ll develop messaging, create recruitment tools, run an advertising campaign, anddeliver performance reports, all based on what we’ve learned throughout our years of experience.We see ourselves as part of your team, and it’s our job to help drive recruitment numbers.It’ll cost We’ll help you determine how much you need to spend to achieve your recruitment goals.The price varies depending on the number of sites and patients. Expect to spend anywhere from 25,000 to 125,000 or more, including your media investment. 25,00 0 – 125,000 HABIT 5
Recruitment Workshop Recommendations We will Sit down with you and your team for a half-day workshop to learn more about your research study and work with you to brainstorm potential avenues for improving recruitment. Independently research and analyze your existing recruitment strategy, then identify opportunities for improvement.
